Electronic bill platform management system and method
By designing an electronic bill platform management system, the problem of paper bills being easily damaged or lost in bill management is solved, paperless management is realized, asset security risks are reduced and asset loss is avoided.
Patent Information
- Application Number
- CN202510242158.8
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-03-03
- Publication Date
- 2025-06-13
- Estimated Expiration
- Not applicable · inactive patent
AI Technical Summary
In the prior art, bill management mainly relies on manual preservation of paper bills, which are prone to forgery, tampering, damage or loss, resulting in corporate asset security risks and asset loss problems.
An electronic bill platform management system is designed, including user management module, bill generation module, bill review module, bill archiving module and bill analysis module. Through these modules, users' information is collected and processed, electronic bills are generated, audited and archived, and tax bill information statistical reports are generated to realize paperless management.
Saving notes through paperless encryption reduces the company's asset security risks, avoids the problem of corporate asset churn, and provides more in-depth data analysis and management support.
Smart Images

Figure CN120146392A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of electronic bill management, and particularly to an electronic bill platform management system and method. Background Art
[0002] An electronic bill refers to a bill generated, transmitted, stored, and managed in electronic form, usually including documents such as invoices and receipts. Such a bill replaces traditional paper bills and uses digital technology to achieve the issuance, handover, and archiving of bills. Electronic bills can not only be circulated through email and specialized electronic bill management systems, but also be verified through QR codes or other digital identities. The digital characteristics of electronic bills enable enterprises to easily conduct data analysis, identify trends, formulate budgets, and predict cash flows, etc., which provides deeper insights and supports strategic decision-making.
[0003] Currently, the main way to manage bills is to manually store paper bills. However, since paper bills are easily forged, tampered with, damaged, or lost, if there is no system to manage these bills, enterprises will face asset security risks, leading to the problem of asset loss. Summary of the Invention
[0004] (1) Technical Problems to be Solved
[0005] In view of the deficiencies of the prior art, the present invention provides an electronic bill platform management system and method, which are capable of collecting user name, contact information, and identity authentication information through a user management module for providing user verification login and permission control. After the user login verification is successful, a bill generation module generates an electronic bill based on the data information input by the user. A bill review module reviews the generated electronic bill and records the review process and results. After the bill is reviewed and passed, a bill archiving module organizes and archives the bill for subsequent management and reference. A bill analysis module summarizes all bill data from the above modules, analyzes the data, and generates a tax invoice information statistical report, which is displayed on an electronic display screen. The electronic bill platform management system constructed by the above modules is a good method for managing bills. It has the advantages of encrypting and storing bills in a paperless manner, reducing the asset security risks of enterprises, and avoiding the problem of enterprise asset loss, etc., and solves the above problems.
[0006] (2) Technical Solutions
[0007] To achieve the above object, the present invention provides the following technical solution: An electronic bill platform management system includes a user management module, a bill generation module, a bill review module, a bill archiving module, and a bill analysis module;
[0008] The user management module collects the user's name, contact information, and identity authentication information for user verification login and permission control.
[0009] After the user's login verification is successful, the bill generation module generates an electronic bill based on the data information input by the user, calculates the total bill amount Pjze and the actual tax amount Sjse, and transmits the above electronic bill and calculation values to the bill review module.
[0010] The bill review module reviews the generated electronic bill, records the review process and results, and calculates the bill review passing rate Pjsh.
[0011] After the bill is reviewed and passed, the bill archiving module sorts and archives the bill for subsequent management and reference, and calculates the total number of archived bills Gpzs.
[0012] The bill analysis module summarizes all bill data from the above modules, calculates the total invoicing amount Kpze, the total invoicing quantity Kpzs, and the proportion of different types of bills Kpbl, analyzes based on the above data, generates a tax invoice information statistical report, and displays it on the electronic display screen.
[0013] Preferably, the information collected in the user management module further includes the user's unique identifier, password, and the dynamic password generated by the third-party authentication application. The password needs to be encrypted and stored using the secure hash algorithm bcrypt.
[0014] Preferably, after the user's login verification is successful, the bill generation module generates an electronic bill based on the data information input by the user and calculates the total bill amount Pjze. The calculation formula is as follows:
[0015]
[0016] In the formula, Pjze represents the total bill amount, Px i represents the list of commodity prices, that is, these are the unit prices of the commodities purchased by the user for the electronic bill, Qx i represents the list of commodity quantities, that is, the purchase quantity of each commodity, Tp represents the value-added tax rate, Fl represents the transportation cost to be paid, Dw represents the discount, and the summation formula represents multiplying the unit price of the commodity by the quantity of the commodity, and obtaining the total cost of all commodities through summation. n represents the number of types of commodities.
[0017] Preferably, after the user's login verification is successful, the bill generation module generates an electronic bill based on the data information input by the user and calculates the actual tax amount Sjse. The calculation formula is as follows:
[0018] Among them, it is divided into the actual tax amount of the commodity with tax and the actual tax amount of the commodity without tax:
[0019] Actual tax amount of the goods including tax:
[0020]
[0021] Actual tax amount of the goods excluding tax:
[0022]
[0023] In the above formula, Sjse1 represents the actual tax amount of the goods including tax, Sjse2 represents the actual tax amount of the goods excluding tax, Px i represents the list of commodity prices, Qx i represents the list of commodity quantities, Tp represents the value-added tax rate, Dw represents the discount, and n represents the number of types of goods.
[0024] Preferably, the bill review module reviews the generated electronic bills, records the review process and results, and calculates the bill review passing rate Pjsh. The calculation formula is as follows:
[0025]
[0026] In the formula, Pjsh represents the bill review passing rate, Ztsl represents the number of bills reviewed and passed, and Pjzs represents all the bills reviewed, whether passed or not.
[0027] Preferably, after the bill is reviewed and passed, the bill filing module sorts and files the bill, calculates the total number of filed bills Gpzs. The calculation formula is as follows:
[0028]
[0029] In the formula, Gpzs represents the total number of filed bills, N j,审核通过 represents the number of bills of the jth type reviewed and passed, N j,未归档 represents the number of unfiled bills of the jth type, and m represents the total number of bill types.
[0030] Preferably, the bill analysis module summarizes all bill data from the above modules and calculates the total invoicing amount Kpze. The calculation formula is as follows:
[0031]
[0032] In the formula, Kpze represents the total invoicing amount, m represents the number of bill types, n j represents the number of types of goods in the jth bill, P i,j represents the unit price of the ith commodity in the jth bill, Q i,j represents the quantity of the ith commodity in the jth bill, D j represents the discount amount of the jth bill.
[0033] Preferably, the bill analysis module aggregates all bill data from the above modules, calculates the total number of invoices issued Kpzs, and the calculation formula is as follows:
[0034]
[0035] In the formula, Kpzs represents the total number of invoices issued, m represents the number of bill types, and N j represents the number of the j-th type of bill.
[0036] Preferably, the bill analysis module aggregates all bill data from the above modules, calculates the proportion Kpbl of different types of bills, and the calculation formula is as follows:
[0037]
[0038] In the formula, Kpbl j represents the proportion of the j-th type of bill, N j represents the number of the j-th type of bill, and Kpzs represents the total number of invoices issued.
[0039] An electronic bill platform management method includes the following steps:
[0040] S1. Collect the user's name, contact information, and identity authentication information through the user management module for user verification login and permission control;
[0041] S2. After the user login verification is successful, the bill generation module generates an electronic bill based on the user input data information, calculates the total bill amount Pjze and the actual tax amount Sjse, and transmits the above electronic bill and calculation values to the bill review module;
[0042] S3. The bill review module reviews the generated electronic bill, records the review process and results, and calculates the bill review passing rate Pjsh;
[0043] S4. After the bill is reviewed and passed, the bill archiving module sorts and archives the bill for subsequent management and reference, and calculates the total number of archived bills Gpzs;
[0044] S5. The bill analysis module aggregates all bill data from the above modules, calculates the total invoiced amount Kpze, the total number of invoices issued Kpzs, and the proportion Kpbl of different types of bills, analyzes based on the above data, and generates a tax invoice information statistical report, which is displayed on the electronic display screen.
[0045] Compared with the prior art, the present invention provides an electronic bill platform management system and method, having the following beneficial effects:
[0046] The present invention collects user name, contact information and identity authentication information through a user management module for providing user verification login and permission control. The bill generation module generates an electronic bill based on the data information input by the user after the user login verification is successful. The bill review module reviews the generated electronic bill and records the review process and results. The bill archiving module sorts and archives the bill after it is reviewed and passed for subsequent management and reference. The bill analysis module summarizes all bill data from the above modules, analyzes the data according to the above data and generates a tax bill information statistical report, which is displayed on an electronic display screen. The electronic bill platform management system constructed by the above modules is a good method for managing bills. By storing bills in a paperless and encrypted manner, the asset security risk of enterprises is reduced, and the problem of enterprise asset loss is avoided. BRIEF DESCRIPTION OF THE DRAWINGS
[0047] Figure 1 It is a schematic diagram of the system flow of the present invention.
[0048] Figure 2 It is a flowchart of the method steps of the present invention. DETAILED DESCRIPTION OF THE EMBODIMENTS
[0049] Next, the technical solutions in the embodiments of the present invention will be clearly and completely described in conjunction with the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only a part of the embodiments of the present invention, rather than all the embodiments. All other embodiments obtained by those of ordinary skill in the art based on the embodiments of the present invention without creative efforts shall fall within the protection scope of the present invention.
[0050] Currently, the main way to manage bills is to manually store paper bills. However, since paper bills are easily forged, tampered with, damaged or lost, if there is no system to manage these bills, enterprises will face asset security risks, resulting in the problem of asset loss. For this reason, an electronic bill platform management system is proposed. Please refer to Figure 1 , the system includes a user management module, a bill generation module, a bill review module, a bill archiving module and a bill analysis module;
[0051] The collection of user names and contact information in the user management module provides basic information for user identity recognition. This data can be used to send verification links, verification codes, or password reset requests during subsequent authentication processes. The password needs to be encrypted and stored using the secure hashing algorithm bcrypt to ensure that users can access their accounts smoothly. After a user successfully logs in, the system will control their access rights based on their role and permission settings. The user management module can not only support role-based access control, enabling administrators to assign specific permissions to different roles such as administrators, ordinary users, visitors, etc., but also dynamically adjust permissions to cope with role changes within the organization or changes in project requirements;
[0052] After the user login verification is successful, the bill generation module generates an electronic bill based on the data information input by the user, and calculates the total bill amount Pjze and the actual tax amount Sjse, where:
[0053] The formula for calculating the total bill amount is as follows:
[0054]
[0055] Calculating the total bill amount can provide a clear financial situation for the enterprise, helping the management comprehensively understand the income and expenditure situation, and thus making more transparent and wise financial decisions. In the formula, Pjze represents the total bill amount, Px i represents the list of commodity prices, that is, these are the unit prices of the commodities purchased by the user for the electronic bill, Qx i represents the list of commodity quantities, that is, the purchase quantity of each commodity. Tp represents the value-added tax rate, Fl represents the transportation cost to be paid, Dw represents the discount. The summation formula means multiplying the unit price of the commodity by the quantity of the commodity, and obtaining the total cost of all commodities through summation. n represents the number of types of commodities. By calculating and tracking the total bill amount in real time, the enterprise can manage the budget more effectively, and thus formulate a reasonable fund allocation and use plan for the optimal allocation of resources;
[0056] The formula for calculating the actual tax amount is as follows:
[0057] Among them, it is divided into the actual tax amount of the commodity with tax and the actual tax amount of the commodity without tax:
[0058] The actual tax amount of the commodity with tax:
[0059]
[0060] The actual tax amount of the commodity without tax:
[0061]
[0062] By accurately calculating the actual tax amount, enterprises can conduct tax budgeting and cash flow management more effectively, estimate tax expenditures in advance, and thus avoid sudden financial pressures. In the above formula, Sjse1 represents the actual tax amount of the goods including tax, Sjse2 represents the actual tax amount of the goods excluding tax, Px i represents the list of commodity prices, Qx i represents the list of commodity quantities, Tp represents the value-added tax rate, Dw represents the discount, n represents the number of types of goods. Regularly calculating and analyzing the actual tax amount can provide valuable decision-making support for management, helping them evaluate the tax impacts of different business decisions and optimize resource allocation;
[0063] The bill review module reviews the generated electronic bills, records the review process and results, and calculates the bill review passing rate Pjsh. The calculation formula is as follows:
[0064]
[0065] The review passing rate can reflect the overall quality of the bills. If the passing rate is low, it may indicate that the bill quality does not meet the standards. Enterprises can strengthen the review standards and quality control measures accordingly to ensure the accuracy of the data. In the formula, Pjsh represents the bill review passing rate, Ztsl represents the number of bills passing the review, Pjzs represents all the bills being reviewed, whether passed or not. By calculating the bill review passing rate, enterprises can deeply understand the efficiency of the review process, thus identifying the bottlenecks and deficiencies in the review link and improving the operation efficiency of the overall review process;
[0066] After the bills pass the review, the bill filing module sorts and files the bills for subsequent management and reference, and calculates the total number of filed bills Gpzs. The calculation formula is as follows:
[0067]
[0068] The supervision of the total number of filed bills provides data support for compliance auditing, helps to prove that the enterprise follows relevant laws and regulations, enhances financial transparency, and reduces potential legal risks. In the formula, Gpzs represents the total number of filed bills, N j,审核通过 represents the number of bills of the jth type passing the review, N j,未归档 represents the number of unfiled bills of the jth type, m represents the total number of bill types. At the same time, calculating the total number of filed bills can help enterprises standardize data management, ensure that all relevant bills have been properly recorded and filed, and reduce the risk of data omission or loss;
[0069] The bill analysis module aggregates all bill data from the above modules, calculates the total invoicing amount Kpze, the total invoicing quantity Kpzs, and the proportion Kpbl of different types of bills, analyzes the data according to the above data and generates a tax invoice information statistical report, which is displayed on the electronic display screen, where:
[0070] The formula for calculating the total invoicing amount is as follows:
[0071]
[0072] Real-time monitoring and analysis of the total invoicing amount can help enterprises quickly respond to market changes, meet customer needs with more competitive prices and services, and increase market share. In the formula, Kpze represents the total invoicing amount, m represents the number of bill types, n j represents the number of types of goods in the j-th bill, P i,j represents the unit price of the i-th good in the j-th bill, Q i,j represents the quantity of the i-th good in the j-th bill, D j represents the discount amount of the j-th bill. In the electronic bill platform management system, calculating the total invoicing amount not only helps improve the financial transparency and management efficiency of enterprises, but also supports multiple aspects such as budget and cash flow management, sales performance evaluation, and compliance auditing, providing strong data support for the sustainable development of enterprises;
[0073] The formula for calculating the total invoicing quantity is as follows:
[0074]
[0075] The total invoicing quantity is an important indicator for measuring the performance of the sales team or individuals. Enterprises can evaluate the effectiveness of sales activities based on this indicator and formulate corresponding incentive measures. In the formula, Kpzs represents the total invoicing quantity, m represents the number of bill types, N j represents the quantity of the j-th bill. Analyzing the total invoicing quantity can help enterprises identify active customers and high-frequency transaction customers, optimize customer management strategies, and improve customer satisfaction and loyalty;
[0076] The formula for calculating the proportion of different types of bills is as follows:
[0077]
[0078] The proportion of different types of bills can be used as an important reference indicator for auditing and compliance inspections, helping enterprises identify potential inconsistencies or compliance risks during the audit process, and strengthening internal control. In the formula, Kpbl j represents the proportion of the j-th bill, N jrepresents the quantity of the j-th type of bill, and Kpzs represents the total quantity of bills issued. By analyzing the proportions of different types of bills, an enterprise can identify the most complex types of bills in the auditing and processing procedures, thereby simplifying the procedures in a targeted manner and improving the overall efficiency;
[0079] Please refer to Figure 2 , an electronic bill platform management method, comprising the following steps:
[0080] S1. Collect the user's name, contact information, and identity authentication information through the user management module for providing user verification login and permission control;
[0081] S2. After the user's login verification is successful, the bill generation module generates an electronic bill based on the data information input by the user, calculates the total bill amount Pjze and the actual tax amount Sjse, and transmits the above-mentioned electronic bill and calculated values to the bill auditing module;
[0082] S3. The bill auditing module audits the generated electronic bill, records the auditing process and results, and calculates the bill auditing passing rate Pjsh;
[0083] S4. After the bill is audited and passed, the bill archiving module sorts and archives the bill for subsequent management and reference, and calculates the total number of archived bills Gpzs;
[0084] S5. The bill analysis module aggregates all bill data from the above-mentioned modules, calculates the total invoicing amount Kpze, the total quantity of bills issued Kpzs, and the proportion of different types of bills Kpbl, analyzes based on the above data, and generates a tax bill information statistical report, which is displayed on the electronic display screen.
[0085] Through the management of electronic bills by the above system and method, the bills are stored in a paperless and encrypted manner, reducing the asset security risks of the enterprise and avoiding the problem of enterprise asset loss.
[0086] Although the embodiments of the present invention have been shown and described, for those of ordinary skill in the art, it can be understood that various changes, modifications, substitutions, and variations can be made to these embodiments without departing from the principles and spirit of the present invention. The scope of the present invention is defined by the appended claims and their equivalents.
Claims
1. An electronic bill platform management system, characterized by: It includes user management module, bill generation module, bill review module, bill filing module and bill analysis module; The user management module collects user names, contact information and identity authentication information to provide user verification login and permission control; The bill generation module generates an electronic bill based on the data information input by the user after the user login verification is successful, calculates the total bill amount Pjze and the actual tax amount Sjse, and transmits the above electronic bill and the calculated value to the bill review module; The bill review module reviews the generated electronic bills, records the review process and results, and calculates the bill review pass rate Pjsh; After the bills are reviewed and approved, the bill archiving module organizes and archives the bills for subsequent management and review, and calculates the total number of archived bills Gpzs; The bill analysis module aggregates all bill data from the above modules, calculates the total invoice amount Kpze, the total number of invoices Kpzs and the proportion of different types of bills Kpbl, analyzes the above data and generates a tax invoice information statistical report, which is displayed on the electronic display screen.
2. The electronic ticket platform management system according to claim 1, characterized in that: The information collected in the user management module also includes the user's unique identifier, password, and a dynamic password generated by a third-party authentication application. The password must be encrypted and stored using the secure hash algorithm bcrypt.
3. The electronic ticket platform management system according to claim 2, characterized in that: The bill generation module generates an electronic bill based on the data information input by the user after the user login verification is successful, and calculates the total bill amount Pjze. The calculation formula is as follows: In the formula, Pjze represents the total amount of bills, Px i Represents a list of commodity prices, i.e., these are the unit prices of commodities purchased by users for electronic tickets, Qx i It represents a list of commodity quantities, that is, the purchase quantity of each commodity, Tp represents the value-added tax rate, Fl represents the transportation fee to be paid, Dw represents the discount, and the summation formula represents the unit price of the commodity multiplied by the quantity of the commodity. The total cost of all commodities is obtained by summing up, and n represents the number of commodity types.
4. The electronic invoice platform management system according to claim 3, characterized in that: The bill generation module generates an electronic bill based on the data information input by the user after the user login verification is successful, and calculates the actual tax amount Sjse. The calculation formula is as follows: The actual tax amount of the goods is divided into the actual tax amount including tax and the actual tax amount excluding tax: The actual tax amount of the product including tax: The actual tax amount of the product excluding tax: In the above formula, Sjse1 represents the actual tax amount of the product including tax, Sjse2 represents the actual tax amount of the product excluding tax, and Px i Indicates the product price list, Qx i Represents a list of commodity quantities, Tp represents the value-added tax rate, Dw represents the discount, and n represents the number of commodity types.
5. The electronic ticket platform management system according to claim 4, characterized in that: The bill review module reviews the generated electronic bills, records the review process and results, and calculates the bill review pass rate Pjsh. The calculation formula is as follows: In the formula, Pjsh represents the bill review pass rate, Ztsl represents the number of bills that have passed the review, and Pjzs represents all audited bills, whether passed or not.
6. The electronic ticket platform management system according to claim 5, characterized in that: After the bills are reviewed and approved, the bill archiving module sorts and archives the bills and calculates the total number of archived bills Gpzs. The calculation formula is as follows: In the formula, Gpzs represents the total number of archived bills, N j,审核通过 N represents the number of approved bills of the jth type. j,未归档 represents the number of unfiled bills of the jth type, and m represents the total number of bill types.
7. An electronic ticket platform management system according to claim 6, characterized in that: The bill analysis module collects all bill data from the above modules and calculates the total bill amount Kpze. The calculation formula is as follows: In the formula, Kpze represents the total amount of bills, m represents the number of bill types, and n j represents the number of types of goods in the jth bill, P i,j represents the unit price of the i-th commodity in the j-th bill, Q i,j represents the quantity of the i-th commodity in the j-th bill, D j Represents the discount amount of the jth bill.
8. The electronic ticket platform management system according to claim 7, characterized in that: The bill analysis module collects all bill data from the above modules and calculates the total number of bills Kpzs. The calculation formula is as follows: In the formula, Kpzs represents the total number of invoices issued, m represents the number of bill types, and N j Represents the number of the j-th type of bill.
9. An electronic ticket platform management system according to claim 8, characterized in that: The bill analysis module collects all bill data from the above modules and calculates the proportion of different types of bills Kpbl. The calculation formula is as follows: In the formula, Kpbl j represents the proportion of the jth type of bill, N j represents the number of the j-th type of bill, and Kpzs represents the total number of bills issued.
10. An electronic bill platform management method, characterized in that: The following steps are involved: S1. Collect user name, contact information and identity authentication information through the user management module to provide user verification login and permission control; S2. After the user login verification is successful, the bill generation module generates an electronic bill based on the data information entered by the user, calculates the total bill amount Pjze and the actual tax amount Sjse, and transmits the above electronic bill and calculated value to the bill review module; S3, the bill review module reviews the generated electronic bills, records the review process and results, and calculates the bill review pass rate Pjsh; S4, the bill filing module sorts and files the bills after they are reviewed and approved for subsequent management and review, and calculates the total number of archived bills Gpzs; S5. The bill analysis module collects all bill data from the above modules, calculates the total invoice amount Kpze, the total number of invoices Kpzs and the proportion of different types of bills Kpbl, analyzes the above data and generates a tax invoice information statistical report, which is displayed on the electronic display screen.